Intel Corp (INTC)

[Ixse]

DJ Market Talk: Advanced Micro Inventory Said To Be Growing

(call: 201 938 5171; e-mail:[e-mail])

MARKET TALK can be found using N/DJMT

10:59 (Dow Jones) Advanced Micro (AMD) is seeing inventory grow, says
ThinkEquity's Eric Ross. Asian distributors are saying supplies of AMD chips
have "loosened up," he says, which marks a change from a month ago when there
was almost zero inventory. "In some cases inventories of these parts seem to
be building more than expected," Ross adds. "As much as several weeks or more
have built up in many products, according to our checks." He says AMD is
offering discounts to reduce the inventory. Shares off a fraction at $34.71.
(DLF)
__________________

My take is that AMD parts supply has become better and some distributers and OEMs took the opportunity to increase inventory to more normal levels (almost zero isn't normal).

Regards,

Rink